Are you a consultant, a freelancer or possibly you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to allow individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the option that you select, you might have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the visit. If somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na overlook specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can pick a different color. This is very helpful if you have several events, I’m gon na select red in this case so it stands apart from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of